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Annapolis Financial Services’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Annapolis Financial Services’s Portfolio VCIT Stock Details VCIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$2.93M Sell
35,008
-4,013
-10% -$330K 0.87% 34
2024
Q2 		$3.12M Sell
39,021
-4,009
-9% -$318K 1.01% 33
2024
Q1 		$3.46M Buy
43,030
+828
+2% +$66.5K 1.14% 30
2023
Q4 		$3.43M Sell
42,202
-24,298
-37% -$1.88M 0.86% 37
2023
Q3 		$5.05M Sell
66,500
-18,320
-22% -$1.43M 1.46% 23
2023
Q2 		$6.7M Sell
84,820
-18,538
-18% -$1.47M 1.91% 16
2023
Q1 		$8.29M Sell
103,358
-16,760
-14% -$1.33M 2.52% 11
2022
Q4 		$9.31M Sell
120,118
-15,940
-12% -$1.23M 3.02% 8
2022
Q3 		$10.3M Buy
136,058
+3,385
+3% +$271K 3.78% 6
2022
Q2 		$10.6M Buy
132,673
+25,739
+24% +$2.1M 3.85% 6
2022
Q1 		$9.2M Sell
106,934
-4,315
-4% -$383K 2.99% 7
2021
Q4 		$10.3M Sell
111,249
-1,565
-1% -$146K 3.21% 6
2021
Q3 		$10.7M Buy
112,814
+5,466
+5% +$522K 3.54% 6
2021
Q2 		$10.2M Buy
107,348
+853
+0.8% +$80.3K 3.42% 7
2021
Q1 		$9.91M Buy
106,495
+3,867
+4% +$367K 3.63% 7
2020
Q4 		$9.97M Buy
+102,628
New +$9.89M 3.88% 6

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Annapolis Financial Services's VCIT Position: Q3 2024 in Review

Annapolis Financial Services reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 10% in Q3 2024, selling an estimated $330K and leaving 35,008 shares worth $2.93M. The position accounts for 0.87% of the portfolio, ranked #34.

Annapolis Financial Services first reported a position in VCIT in Q4 2020 and has held it in 16 quarters since. The position peaked at $10.7M in Q3 2021. 1,079 funds tracked by Wall St. Rank hold VCIT as of Q3 2024.

  • Annapolis Financial Services held 35,008 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $2.93M as of Q3 2024.
  • Annapolis Financial Services sold 4,013 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2024, an estimated $330K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.87% of Annapolis Financial Services's portfolio in Q3 2024, its #34 holding.
  • Annapolis Financial Services first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and has held it in 16 quarters since.
  • Annapolis Financial Services's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $10.7M in Q3 2021.
  • 1,079 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.